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Kestra Advisory Services, LLC: SMAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on SMAX, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 45,280 SMAX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,280 shares
    Change vs previous 13F +23,787 shares

    <0.01% of the 13F portfolio, value $1,261,720.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,000 shares
    • Kestra Advisory Services, LLC: 21,493 shares
    • Kestra Investment Management, LLC: 14,787 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,493 shares
    Change vs previous 13F -8,833 shares

    <0.01% of the 13F portfolio, value $576,483.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 21,493 shares
    • Kestra Investment Management, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,326 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $817,440.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 15,881 shares
    • Kestra Investment Management, LLC: 14,445 shares

    Acceptance time not in the bulk data set (spec §4.2).